Position in GS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$57,648
+$11,965 QoQ
Shares Held
57
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,997
of 3,125 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $107,003 across 5 Capital Markets names. GS ranks #1 (53.9% of the industry book) .
All Filings in GS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,648 | 57 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $45,683 | 54 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $46,587 | 53 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $42,206 | 53 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $47,419 | 67 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $36,601 | 67 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $29,776 | 52 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,745 | 52 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $23,520 | 52 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $21,719 | 52 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $19,674 | 51 | Shares | Sole | 2024-01-29 | |
| 2023-03-31 | $1,962 | 6 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||